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Estate, trust & tax planning
Everybody should have a will, which is one of the most important documents one will ever sign. A badly drafted will can have devastating consequences for a family. A will should be drafted by an experienced legal practitioner who specialises in the field.
The estate of a deceased person should be administered by a legal practitioner who has intimate knowledge of the family, and to whom one has direct access and not by a clerk somewhere in a high rise who has no personal interest in the matter.
Trusts are very popular for various reasons.
Trusts must be administered correctly to ensure that the purpose for which the trust was created will materialise.
Estate, trust & tax planning services include:
- Drafting tax-efficient and complicated Wills
- Administration of Estates
- Creating and registration of Trusts
- Trust administration
- Masters and deeds office searches
- Estate planning
Videos
The importance of a will
Roeline le Roux explains why it is imperative to leave valid Will.
The estate administration process explained
Roeline le Roux sets out the process step-by-step and discusses what is needed from you to report a deceased estate.
The advantage of a donation in your will
Gawie le Roux discusses tax and other implications of donations during your lifetime or in terms of your Will.
Dementia of surviving spouse
Gaynor Bezuidenhout explains what can be done to minimize legal costs and to protect the estate assets when dementia of a surviving spouse sets in.
Advice regarding trusts
Willem van Heerden discusses the important role trusts can play in estate and financial planning when correctly applied.
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